Rotary Club of Houston Heights Charitable Foundation Inc

EIN: 760381410 501(c)(3)

Houston, TX

Total Revenue
$170,951
Total Expenses
$120,305
Total Assets
$2,214,863
Net Assets
$1,621,723
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
TX
Principal Officer
Thomas Mack
Phone
7137833832
Tax Period
2024-07-01 to 2025-06-30

Rotary Club of Houston Heights Charitable Foundation Inc, founded in 1993, is a small nonprofit that reported $171K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $51K, a strong 30% operating margin.

Mission

Providing college scholarship funds for deserving and in-need high school students, maintenance of the World War II Memorial and Clayton Lee Plaza, miscellaneous benefits for children cancer patients of teh MD Anderson Cancer Center, and other community service activities as deemed appropriate.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $56,412
Program Service Revenue $0
Investment Income $79,629
Other Revenue $34,910
TOTAL REVENUE $170,951

Expense Breakdown

Grants Paid $100,514
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $120,305
Other Expenses $19,791
TOTAL EXPENSES $120,305

Year-over-Year Comparison

2024 2023 Change
Revenue $170,951 $156,936 +0.1%
Expenses $120,305 $44,784 +1.7%
Net Income $50,646 $112,152 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Tim Vozar Trustee/Chairman 002.00
Officer Director
$0 $0 $0
Cathy Peveto Trustee/Secretary 001.00
Officer Director
$0 $0 $0
Rosemary Vega Trustee 001.00
Director
$0 $0 $0
Tony Allman Trustee 001.00
Director
$0 $0 $0
Erica Alderette Trustee 001.00
Director
$0 $0 $0
Chad Greer Trustee 001.00
Director
$0 $0 $0
Scott Thompson Trustee 001.00
Director
$0 $0 $0
Thomas Mack Treasurer 001.00
Officer
$0 $0 $0
Robert Frater Investment Chair 001.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $170,951 $120,305 $2,214,863 $50,646
2024 $156,936 $44,784 $2,099,368 $112,152
2023 $1,077,134 $48,415 $2,016,424 $1,028,719
2022 $106,331 $80,380 $505,054 $25,951
2021 $126,314 $101,853 $454,134 $24,461
2020 $30,593 $74,923 $438,964 $-44,330
2019 $84,812 $92,942 $501,552 $-8,130
2018 $81,928 $67,633 $503,086 $14,295
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